港股科技ETF（513020）涨超2.3%，政策支持与制造业周期或提振科技主线

Group 1 - The "Stablecoin Regulation" will officially take effect on August 1, enabling Real World Assets (RWA) to be tokenized through blockchain technology, covering diverse fields such as real estate and charging stations [1] - The People's Bank of China has launched eight financial opening policies in Shanghai, including the establishment of a digital RMB international operation center and a blockchain cross-border payment pilot, aimed at constructing a dual-layer framework of "sovereign credit + market-based supplement" to address global dollar stablecoin challenges [1] - The Shanghai State-owned Assets Supervision and Administration Commission emphasizes the need to strengthen research on digital currencies and explore the application of blockchain in cross-border trade and supply chain finance [1] Group 2 - Stablecoins and RWAs primarily serve the needs of cross-border payments and asset on-chain requirements, while the revision of the Cross-Border Interbank Payment System (CIPS) rules further clarifies the qualifications of operating institutions and the ownership of funds, allowing space for payments in foreign currencies such as the Hong Kong dollar [1] - The financial IT sector may benefit from the development of the stablecoin industry chain and the improvement of cross-border payment efficiency [1] - The Hong Kong Stock Technology ETF tracks the Hong Kong Stock Connect Technology Index, which is compiled by China Securities Index Co., Ltd., selecting technology industry listed companies with scale advantages and good liquidity from the Hong Kong Stock Connect eligible range [1]